9AT: PATH DIGITAL ADVISORS, LLC

Adviser Profile

As of Date	03/31/2025
Registration	SEC, Approved, 06/04/2021
ADV Location	CHICAGO, IL, United States
Contact Info	872 xxxxxxx
Websites

AUM^*	150,000 -61%
of that, discretionary	150,000 -4%
Number of Employees	4 -76%
of those in investment advisory functions	1 -50%
Private Fund GAV^*	0
Avg Account Size	150,000 2596%
SMA’s	No
Private Funds	0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser FOUNTAINHEAD RETIREMENT SERVICES	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser RETIREMENT RESEARCHER, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser MIDWAY WEALTH PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM165.9m	#Funds-
Adviser CION INVESTMENT MANAGEMENT II, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser PLENTINA FINANCIAL INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser ON FIELD INVESTMENT RESEARCH	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser RICHR MONEY LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM186.8k	#Funds-
Adviser CARDINAL INVESTMENT ADVISORS, L.L.C.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser LANGAR INVESTMENT MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM-	#Funds-
Adviser TB CHINA QFII INVESTMENTS LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM92.0m	#Funds-

Brochure Summary

Overview

Path is an SEC registered investment adviser formed in 2020 as a limited liability company in the State of Illinois. Path is a wholly-owned subsidiary of Path Finance Corporation, a Delaware corporation, and is indirectly owned by our founders, Stephen Beavis and Joel Birch, and MediaTech, Ltd. Information about Path’s organizational and ownership structure, as well as information about its advisory business, is provided in Part 1 of Path’s Form ADV, which is available online at http://www.adviserinfo.sec.gov. Path’s eligibility for SEC registration is based on its activities resulting in it qualifying as an internet adviser. As an internet adviser we provide investment advice to our clients exclusively through an interactive website, except for a de minimis exception that permits us to provide investment advice to fewer than 15 clients through means other than the interactive website during the preceding twelve months. Specifically, our interactive website uses computer software-based models or applications to provide investment advice to clients based on personal information each client supplies through the website. We primarily service retail clients. Our niche investment advisory services are digital assets. A “Digital Asset” as used in this brochure, refers to an asset that is issued and transferred using distributed ledger or blockchain technology, including, but not limited to, so-called

“virtual currencies,” “coins,” and “tokens” and other cryptocurrency. A “Managed Account Client” is a client that uses the interactive website to invest, giving investment discretion to Path for the client’s account. Investment decisions for Managed Account Clients will be made based on Path’s investment models. Through the website, Path works with each Managed Account Client to establish an appropriate investment profile. Managed Account Clients can choose from 3 portfolios - balanced growth, strategic growth, and opportunistic growth. Path reserves the right to offer additional portfolio strategies in its absolute discretion. Managed Account Clients can also impose reasonable restrictions on Path’s management of their accounts. Managed Account Clients must provide Path with suitability information concerning their personal financial situation, goals, and objective. A “Self-Directed Account Client” is a client that elects access to Path’s research, investment recommendations and portfolio management tools, but retains investment discretion regarding its account. Path provides recommendations to Self-Directed Account Clients, but these clients ultimately make their own investment advisory decisions with respect to their accounts. Each Managed Account Client or Self-Directed Account Client is referred to herein as “Client”, and collectively, as “Clients”. As of March 1, 2024, we managed $155,766 of client assets on a discretionary basis only.

PATH DIGITAL ADVISORS, LLC

PATH DIGITAL ADVISORS, LLC

STACKED FINANCE, LLC

STACKED

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

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Brochure Summary

Overview

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PATH DIGITAL ADVISORS, LLC PATH DIGITAL ADVISORS, LLC STACKED FINANCE, LLC STACKED

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PATH DIGITAL ADVISORS, LLC

PATH DIGITAL ADVISORS, LLC

STACKED FINANCE, LLC

STACKED